Geopolitics Alpha

Taiwan advances Alaska LNG deal as project funding remains uncertain

Published . Updated .

ENERGYTaiwan advances Alaska LNG deal asproject funding remains uncertainGEOPOLITICS ALPHA

This report is about Semiconductors and Energy. Names like XOM and CVX typically gain because oil producers earn more when crude prices rise.

Directly affected

  • No company is named in this report.

Indirectly affected

  • NVDA NVIDIA+0.0%

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • TSM Taiwan Semiconductor-0.0%

    The main advanced-chip manufacturer sits in Taiwan

  • ASML ASML-7.1%

    Chipmaking-equipment sales follow export rules

  • AVGO Broadcom-6.7%

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • XOM Exxon Mobil+11.0%

    Oil producers earn more when crude prices rise

  • CVX Chevron+9.9%

    Oil producers earn more when crude prices rise

  • AMD AMD+4.6%

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • AMAT Applied Materials-12.6%

    Chip-equipment makers feel export controls

  • LRCX Lam Research-15.9%

    Chip-equipment makers feel export controls

  • SMH VanEck Semiconductor-2.5%

    A fund of semiconductor companies

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NVDA+4.10%+2.24%base-1.88%-3.33%-1.99%-2.29%
TSM+6.50%+3.35%base-1.81%-4.09%-2.31%-1.14%
ASML+7.37%+6.14%base+0.56%-0.49%-0.14%-1.14%
AVGO+3.96%+2.44%base-0.59%-5.10%-3.38%-3.43%
XOM-4.76%-2.71%base-1.27%+1.15%+0.71%+0.51%
CVX-4.74%-3.18%base-1.22%+1.31%+1.08%+1.61%
AMD+8.73%+4.09%base-1.54%-7.39%-5.80%-6.42%
AMAT+14.07%+11.40%base-3.70%-8.37%-7.54%-9.30%
LRCX+11.84%+7.93%base-3.23%-7.96%-5.14%-8.14%
SMH+7.35%+4.51%base-1.11%-4.47%-2.97%-3.37%

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Taiwan advances Alaska LNG deal as project funding remains uncertain gasworld

Source: gasworld

Energy

CompanyWhenMoveStatus
AMATthat day-3.70%final price
AMATthe next day-8.37%final price
AMATtwo days later-7.54%final price
AMATthree days later-9.30%final price
AMATthree days earlier+11.40%final price
AMATfive days earlier+14.07%final price
AMDthat day-1.54%final price
AMDthe next day-7.39%final price
AMDtwo days later-5.80%final price
AMDthree days later-6.42%final price
AMDthree days earlier+4.09%final price
AMDfive days earlier+8.73%final price
ASMLthat day+0.56%final price
ASMLthe next day-0.49%final price
ASMLtwo days later-0.14%final price
ASMLthree days later-1.14%final price
ASMLthree days earlier+6.14%final price
ASMLfive days earlier+7.37%final price
AVGOthat day-0.59%final price
AVGOthe next day-5.10%final price
AVGOtwo days later-3.38%final price
AVGOthree days later-3.43%final price
AVGOthree days earlier+2.44%final price
AVGOfive days earlier+3.96%final price
CVXthat day-1.22%final price
CVXthe next day+1.31%final price
CVXtwo days later+1.08%final price
CVXthree days later+1.61%final price
CVXthree days earlier-3.18%final price
CVXfive days earlier-4.74%final price
LRCXthat day-3.23%final price
LRCXthe next day-7.96%final price
LRCXtwo days later-5.14%final price
LRCXthree days later-8.14%final price
LRCXthree days earlier+7.93%final price
LRCXfive days earlier+11.84%final price
NVDAthat day-1.88%final price
NVDAthe next day-3.33%final price
NVDAtwo days later-1.99%final price
NVDAthree days later-2.29%final price
NVDAthree days earlier+2.24%final price
NVDAfive days earlier+4.10%final price
SMHthat day-1.11%final price
SMHthe next day-4.47%final price
SMHtwo days later-2.97%final price
SMHthree days later-3.37%final price
SMHthree days earlier+4.51%final price
SMHfive days earlier+7.35%final price
TSMthat day-1.81%final price
TSMthe next day-4.09%final price
TSMtwo days later-2.31%final price
TSMthree days later-1.14%final price
TSMthree days earlier+3.35%final price
TSMfive days earlier+6.50%final price
XOMthat day-1.27%final price
XOMthe next day+1.15%final price
XOMtwo days later+0.71%final price
XOMthree days later+0.51%final price
XOMthree days earlier-2.71%final price
XOMfive days earlier-4.76%final price
SPY
XLE

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How solid the energy case looks

12 out of 100

“Taiwan advances Alaska LNG deal as project funding remains uncertain” scores 12 out of 100. The score uses 1 sources.